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Konten disediakan oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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The Bond Market Is On Fire

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Konten disediakan oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further.

Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and they also zoom in on Canada where the Central Bank has been forced to aggressively cut interest rates.

FREE trial to Alf's research: https://forms.gle/jF2nnD2VoNuQjem86

Check out Brent's research: https://www.spectramarkets.com/

Transcript: https://www.spectramarkets.com/tmtf-transcript-25oct24/

  continue reading

101 episode

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The Bond Market Is On Fire

The Macro Trading Floor

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Manage episode 446778708 series 3338244
Konten disediakan oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further.

Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and they also zoom in on Canada where the Central Bank has been forced to aggressively cut interest rates.

FREE trial to Alf's research: https://forms.gle/jF2nnD2VoNuQjem86

Check out Brent's research: https://www.spectramarkets.com/

Transcript: https://www.spectramarkets.com/tmtf-transcript-25oct24/

  continue reading

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